No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Thursday, June 4, 2026
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Financial Planning

Financial advisor searches hit new high amid surging demand

by TheAdviserMagazine
9 months ago
in Financial Planning
Reading Time: 4 mins read
A A
Financial advisor searches hit new high amid surging demand
Share on FacebookShare on TwitterShare on LInkedIn


Americans are googling for financial advisors like never before.

Search interest in financial advisors climbed sharply in recent months, topping the March high and setting a new record in August, according to Google Trends data. 

Google measures online search interest on a relative scale from 0 to 100, with 100 being the most search interest in a given period. The previous high hit a peak score of 62 in the weeks leading up to President Trump’s Liberation Day, when he announced a sweeping tariff plan that rattled markets.

READ MORE:When it comes to growth, location matters4 in 10 advisors worry that AI will replace themHow can new RIAs find their niche?Here’s a financial advisor’s estimated value to clients

Advisors may benefit from the surge as they seek new clients and expand their practices, but it also highlights investors’ growing concerns about the market.

Research shows that investors tend to seek out professional financial advice during times of market volatility. A 2022 SmartAsset study found that over half of advisors surveyed said that stock market volatility was the main reason clients contacted them in the first quarter of that year.

Three years later, little has changed.

“Everything sort of seems to be in chaos when it comes to rates and trade,” said Andrew Blake, an associate director in the wealth management practice at Cerulli Associates. “There’s been back-and-forth between the administration and the Fed on what to do about rates and what’s the best course of action there. Tariffs have obviously been a huge headline throughout the course of the year. So with all this going on, people want someone to explain it to them.”

The situation can be especially confusing for retail investors as they try to reconcile headline-level chaos with a market that’s continuing to mark new all-time highs, Blake said.

Uncertainty in an internet full of opinions

That difference has led to subtle variations between retail investors and advisors in their short-term market outlooks.

Data from the American Association of Individual Investors’ weekly sentiment survey shows that individual investors’ bearish sentiment has tracked fairly closely with advisor search interest in recent years, while advisors’ own views show little correlation.

scatter visualization

Filip Telibasa, owner of Benzina Wealth in Sarasota, Florida, said that a mix of headline news and social media buzz may be fueling greater uncertainty among retail investors compared to institutional investors or financial advisors. Advisor views on the market are measured by Financial Planning’s Financial Advisor Confidence Outlook (FACO), a monthly index that surveys hundreds of financial advisors about their perspectives on the economy.

“On social media, you have individuals that are posing as experts that are maybe closer to the [AAII survey] side of this, and then there’s actual experts on social media as well, which is closer to the [FACO outlook],” Telibasa said. “If there’s this conflict or contradiction between these opinions that could be driving fear or uncertainty for the retail investor … there’s no commonality, there’s no agreement. You’re getting different opinions. And so it’s tough to come to a conclusion in terms of what to do next.”

Investors looking for a clear signal in that noise are more likely to reach out to professional advisors, Blake said.

“It’s strong markets, but chaos in the headlines,” Blake said. “‘Who can help me tie all this together and figure out the next best course of action?'”

Between the two groups, the VIX — a measure of the market’s expectation of near-term stock price volatility based on S&P 500 options — highlights that variation. Reflecting activity from both retail and Wall Street investors, the VIX has a moderate correlation to advisor search interest, sitting squarely between individual investor sentiment and advisor market views.

How advisors can capitalize on the moment

With more investors searching for professional help, advisors are well-positioned to gain new clients seeking advice. That is, if they can effectively position themselves online.

Thanks to a recent expansion of his online presence, Telibasa said he has seen a significant increase in the number of prospective clients in recent weeks.

He recently updated his website and listed himself on several advisor directories, including NAPFA, XYPN and others, to drive more traffic. Previously, potential clients had to fill out a contact form, which he reviewed before sending a booking link, creating some intentional friction, he said.

Based on peer feedback, he streamlined the process about a month ago by adding a direct calendar link, allowing prospects to schedule meetings quickly without sharing personal information upfront. He then follows up with a confirmation and any necessary questions.

“Since I made that change, I’ve had an exponential growth in terms of meetings that are booked on my calendar,” he said. “It essentially went from … close to zero, to one to two per week, which is a big, big growth.”

Telibasa said he’s not sure whether the increased engagement reflects broader interest in financial planning or the easier booking process on his site, but believes it’s likely a combination of both.

“It sounds like the right time, right place for me,” he said. “It wasn’t intentional in terms of, you know, matching it up to the search interest. But I have certainly felt it.”



Source link

Tags: advisordemandfinancialHighhitsearchesSurging
ShareTweetShare
Previous Post

Strategy confirms Bitcoin purchases are unaffected by new Nasdaq rules

Next Post

Smart Locks Protect Access, But They Can Also Protect Your Money When Things Go South

Related Posts

edit post
Markets sent RIA assets surging. What that means for EBITDA multiples

Markets sent RIA assets surging. What that means for EBITDA multiples

by TheAdviserMagazine
June 4, 2026
0

With AUM totals hitting a record high, RIA owners eyeing an exit sale now have more leverage to demand higher...

edit post
Bilt Obsidian vs. Chase Sapphire Preferred: Which Travels Best?

Bilt Obsidian vs. Chase Sapphire Preferred: Which Travels Best?

by TheAdviserMagazine
June 4, 2026
0

The Bilt Obsidian Card is new to the travel rewards space in 2026. Its main selling point is providing cardholders...

edit post
The downside of 100% bonus depreciation: What advisors need to know

The downside of 100% bonus depreciation: What advisors need to know

by TheAdviserMagazine
June 4, 2026
0

The One Big Beautiful Bill Act is delivering one of the largest tax cuts in a generation, with the nonprofit...

edit post
11 Ways to Lower Your Cell Phone Bill

11 Ways to Lower Your Cell Phone Bill

by TheAdviserMagazine
June 3, 2026
0

The average American spends nearly $1,300 – $1,400 per year on their cellphone plan. If you look at your own...

edit post
8 Free (or Cheap) Doughnut Deals for June 5

8 Free (or Cheap) Doughnut Deals for June 5

by TheAdviserMagazine
June 3, 2026
0

Pamela de la Fuente is a managing editor of NerdWallet's personal finance content. She leads budgeting, money-making, consumer credit and...

edit post
CFPs, asset managers spar over DOL’s 401(k) rule

CFPs, asset managers spar over DOL’s 401(k) rule

by TheAdviserMagazine
June 3, 2026
0

CFPs have come out swinging against a rule that would allow alternative assets in 401(k)s, according to comments submitted to...

Next Post
edit post
Smart Locks Protect Access, But They Can Also Protect Your Money When Things Go South

Smart Locks Protect Access, But They Can Also Protect Your Money When Things Go South

edit post
Education Department wants to streamline process for pulling federal funds from colleges

Education Department wants to streamline process for pulling federal funds from colleges

  • Trending
  • Comments
  • Latest
edit post
Supreme Court Delivers More Bad Redistricting News for Democrats

Supreme Court Delivers More Bad Redistricting News for Democrats

May 19, 2026
edit post
From Maine to Michigan, Democrats Are Making Communism Great Again

From Maine to Michigan, Democrats Are Making Communism Great Again

May 16, 2026
edit post
Minnesota Wealth Tax | Intangible Personal Property Tax

Minnesota Wealth Tax | Intangible Personal Property Tax

May 6, 2026
edit post
It’s Time To Talk About Massie

It’s Time To Talk About Massie

May 23, 2026
edit post
Red Snapper Used as Cudgel by Fed Judge

Red Snapper Used as Cudgel by Fed Judge

May 31, 2026
edit post
10 Cheapest High Dividend Stocks With P/E Ratios Under 10

10 Cheapest High Dividend Stocks With P/E Ratios Under 10

April 13, 2026
edit post
Bill Pulte, Trump’s New DNI Pick, Drives the Left Loony

Bill Pulte, Trump’s New DNI Pick, Drives the Left Loony

0
edit post
Barkat brothers put Meitav up for sale

Barkat brothers put Meitav up for sale

0
edit post
Gilead Sciences (GILD) Has an HIV-and-Oncology Bridge That Makes the Base Business Harder to Ignore

Gilead Sciences (GILD) Has an HIV-and-Oncology Bridge That Makes the Base Business Harder to Ignore

0
edit post
Debt Or Death – Economic Military Recruitment

Debt Or Death – Economic Military Recruitment

0
edit post
CLARITY Act News: Coinbase CEO Responds To Dimon While JPMorgan Sees Low Odds Of 2026 Passage

CLARITY Act News: Coinbase CEO Responds To Dimon While JPMorgan Sees Low Odds Of 2026 Passage

0
edit post
Food Assistance Requests Are Surging as 4.3 Million Americans Lose SNAP Benefits

Food Assistance Requests Are Surging as 4.3 Million Americans Lose SNAP Benefits

0
edit post
Gilead Sciences (GILD) Has an HIV-and-Oncology Bridge That Makes the Base Business Harder to Ignore

Gilead Sciences (GILD) Has an HIV-and-Oncology Bridge That Makes the Base Business Harder to Ignore

June 4, 2026
edit post
CLARITY Act News: Coinbase CEO Responds To Dimon While JPMorgan Sees Low Odds Of 2026 Passage

CLARITY Act News: Coinbase CEO Responds To Dimon While JPMorgan Sees Low Odds Of 2026 Passage

June 4, 2026
edit post
Confirmed screwworm case in Texas sends two biotech stocks higher

Confirmed screwworm case in Texas sends two biotech stocks higher

June 4, 2026
edit post
Crypto Market Loses  Tln, Michael Saylor Explains Why

Crypto Market Loses $2 Tln, Michael Saylor Explains Why

June 4, 2026
edit post
Hochtief – HOT: Extrafutter für die Bullen!

Hochtief – HOT: Extrafutter für die Bullen!

June 4, 2026
edit post
Markets sent RIA assets surging. What that means for EBITDA multiples

Markets sent RIA assets surging. What that means for EBITDA multiples

June 4, 2026
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Gilead Sciences (GILD) Has an HIV-and-Oncology Bridge That Makes the Base Business Harder to Ignore
  • CLARITY Act News: Coinbase CEO Responds To Dimon While JPMorgan Sees Low Odds Of 2026 Passage
  • Confirmed screwworm case in Texas sends two biotech stocks higher
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.